
Explore What's Trending Today
Latest Salesforce + AI news

Enhancing Solution Design with AI-Driven Deep Research Tools
Want to cut your solution design time in half? AI deep research tools act like an instant expert researcher—surfacing insights, pitfalls, and examples so you can move from idea to execution faster. This video shows how to combine AI efficiency with human creativity for smarter business outcomes.

What features in FSC’s client portals are particularly beneficial for RIAs?
RIAs need more than a generic CRM. Salesforce FSC portals deliver the tailored tools your firm needs to boost transparency, enhance client trust, and simplify reporting. See what sets FSC apart—and how SOLVD can help you make it happen.

How can Salesforce Revenue Cloud integrate with existing Salesforce products
Are you still wrestling with CPQ integrations that just don’t scale? Discover how Revenue Cloud Advanced unlocks seamless connectivity with Salesforce’s entire ecosystem—including Agentforce and OmniStudio. See why forward-thinking teams are making the switch now.

How does Agentforce handle case notes and summaries
Tired of wasting time digging through long case histories? Agentforce uses AI to summarize interactions, assist with notes, and keep agents focused on what matters—helping customers. Discover how this feature transforms productivity and customer support quality inside Salesforce Service Cloud.

Can Salesforce Revenue Cloud be extended using Salesforce Flows
Yes, you can supercharge Revenue Cloud with Salesforce Flows—and it’s easier than you think. In this video, we explain how flows reduce manual effort, automate pricing logic, and make contract management smarter. If you’re ready to streamline your operations, this is a must-watch.

How does Agentforce handle customer feedback and sentiment analysis
Are you guessing how your customers feel? Learn how Agentforce uses AI to capture feedback and analyze sentiment, helping you act faster and smarter. Watch to see how SOLVD helps you turn feedback into a powerful tool for growth!

Setup Agentforce to Help with Forecasting
Agentforce can help your team understand and manage sales forecasts—but how do you set it up? In this video, Ben from SOLVD walks through enabling forecasts in Salesforce and adding the Forecast Revenue topic to your agent. Watch now to learn how to turn Agentforce into your forecasting assistant.

Can I report on Einstein Activity Capture activities in standard reports
Exciting news for Salesforce users! With the Spring 2024 release, you can now report on activities captured by Einstein Activity Capture in standard Salesforce reports. Watch as SOLVD consultant Brendan Lowe shows you how to unlock and configure this powerful feature!

How to Allow Decimal Quantities for Products in Salesforce Revenue Cloud Advanced
Tired of being stuck with whole-number product quantities in Salesforce Revenue Cloud? Discover how easy it is to configure decimal quantities by setting up Units of Measure the right way. Watch now and streamline your quoting process with more flexibility!

What training or resources are available for new Revenue Cloud users
Learning Revenue Cloud doesn't have to be overwhelming. In this video, you'll discover the top resources—from official Salesforce documentation to hands-on Trailhead modules and SOLVD's expert guides—that will help you get up to speed quickly. Ready to master Revenue Cloud? Let’s dive in!

How do I Hide “Always on Layout” Fields from a Customer in an Experience Cloud Site
Tired of customers seeing fields they shouldn't on your Experience Cloud site? Discover a quick and effective way to hide "Always on Layout" fields using simple CSS edits. Keep your customer portals clean, professional, and user-friendly—learn how in just a few minutes!

How secure is the data stored within Salesforce Revenue Cloud
Salesforce Revenue Cloud offers powerful security by running on Salesforce’s trusted platform, but that doesn’t mean you’re off the hook. Discover what Salesforce secures—and what’s still up to you. Stay ahead of threats by mastering both the platform's tools and your internal controls.